Compare · 2 funds side by side · dividends reinvested

TSPA and SCHB

TSPAT. Rowe Price×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,371TSPA · best of the two

02 / 04

TSPA and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.3

T. Rowe Price U.S. Equity Research ETFUS Stock Styles · Large cap0.34%0.55%+12.8%+12.8%+24.1%+12.9%−9.2%13.6%$4.6B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: TSPA 2021 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price U.S. Equity Research ETF · $4.6B$18,371

TSPA

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 74.0% in common

TSPAMeasureSCHB

+12.8%Year to dateJan 1 → Nov 4+13.3%

+12.8%1 yearTotal return+13.3%

+24.1%3 years · per year$10,000 became $19,105 · $19,056+24.0%

+12.9%5 years · per year$10,000 became $18,371 · $17,270+11.5%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

0.55%Trailing 12-mo yield$55 · $104 a year on $10k1.04%

−9.2%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.1%

TSPASCHB Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TSPA vs SCHB: Top 5 Holdings

Today

TSPA

28.6%in top 5

SCHB

in top 524.4%

TSPAStockSCHB

8.6%NVDA6.8%

7.1%AAPL6.6%

5.8%MSFT5.3%

3.8%AMZN3.4%

3.2%GOOGnot top 5

not top 5GOOGL2.2%

Held in common74.0%

End-of-day Nov 4, 2026 · share of each fund

TSPA vs SCHB Returns, Every Period

T. Rowe PriceTSPA

+12.9%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

TSPASCHBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TSPA vs SCHB

YTD

T. Rowe PriceTSPA

+12.8%

SCHBSchwab

+13.3%

+12.8%Year to date+13.3%

−9.2%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.1%

0.6%Yield1.0%

$4.6BAssets$44.0B

4–0SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TSPA, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

TSPA0.34%$34

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TSPA, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

TSPA0.55%$55

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

TSPA$55 − $34 = $21

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TSPA, SCHB

Today

74.0%most shared, TSPA and SCHB

TSPASCHB

TSPA—74.0%

SCHB74.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

TSPAWorst drop−9.2%13.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBTSPA

+13.3%Year to date+12.8%

1.0%Yield0.6%

+13.3%Past year+12.8%

0.03%Fee0.34%

4–0SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026